Changes to Wrap Online

With Adviser Online becoming our primary adviser portal, we’ve removed the Resources section from Wrap Online. This information is now available in Adviser Online so please log in to Adviser Online to access this content. 

This article explains what information you can find as part of our Adviser Online resources, and where you can find this information in Adviser Online.  

Through Adviser Online you can access:

Fund comparative performance report - Managed Investments Information

The Fund Comparison report has been renamed to ‘Managed Investment Information’. This report helps you find, research, and compare funds for your clients. 

Once you’re logged into Adviser Online, hover over Tools and click on Managed Investment Information.

Market information

Market information gives you access to a variety of pricing information for listed companies as well as market depth, market indices charts and equity research reports. To access, log in to Adviser Online and hover over Tools, then click Market data.

You can still access the Market information via the quick links tab on the Wrap Online homepage if you need.

Forms

You can access all our forms in Adviser Online. Once you’re logged into Adviser Online hover over Tools and click on Forms. 

Investment limits

You can find investment limits for each asset in the super and pension investment menu. Once you’re logged into Adviser Online click on the Investment menu button on the right-hand side of the home page. 

Wholesale fund information

Wholesale fund information helps you to confirm indicative turnaround time frames for applications and redemptions of unlisted managed funds, download offer documents and access fund manager commentaries. 

Please note, wholesale fund information will still be available in Wrap Online via the homepage.

Wholesale fund information has moved to the homepage of Wrap Online. Once you’ve navigated to Wrap Online via Adviser Online, go to the Quick Links section of the home page and click on the Quick Links drop-down, then click on Wholesale fund information. 
 

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Perpetual Private Wrap is the marketing name for the Perpetual Private Investment Wrap (Investment Wrap) an Investor Directed Portfolio Service (IDPS) operated by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643, Perpetual Private Super Wrap (Super Wrap) and Perpetual Private Pension Wrap (Pension Wrap) that are part of the Perpetual Super Wrap (RSE R1074406),ABN 22 897 174 641) (the Fund), as superannuation fund established by way of a trust deed. The trustee of the Fund is Equity Trustees Superannuation Limited (ETSL) ABN 50 055 641 757, AFSL 229757, RSE L0001458. The Perpetual Cash Account is a wholesale deposit with Macquarie Bank Limited ABN 46 008 583 542, AFSL 237502. Perpetual Private advice and services are provided by PTCo. This information has been prepared by PTCo and contains general information only and is not intended to provide you with advice or take into account your objectives, financial situation or needs. You should consider the Investor Services Guide and Product Disclosure Statement as applicable, and whether the information is suitable for your circumstances, we recommend that you seek professional financial, tax and/or legal advice. BPAY is a registered trademark of BPAY Pty Ltd ABN 69 079 137 518.

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